Harmony Day School (EIN 271521372) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Legal Domicile

Phone

8595196759

Tax Period

2024-07-01 to 2025-06-30

Harmony Day School is a small nonprofit in the Education sector that reported $308K in total revenue in fiscal year 2024. Expenses of $286K left a modest 7% surplus.

Mission

Harmony Day School is organized for and shall be operated exclusively for the educational purposes within the meaning of Section 501c3 of the Internal Revenue Code of 1986, as amended the Code or the corresponding section of any future tax code

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $307,571

Investment Income $0

Other Revenue $0

TOTAL REVENUE $307,571

Expense Breakdown

Grants Paid $0

Salaries & Benefits $214,116

Fundraising Expenses $0

Program Expenses $285,538

Other Expenses $71,422

TOTAL EXPENSES $285,538

Year-over-Year Comparison

	2024	2023	Change
Revenue	$307,571	$318,055	0.0%
Expenses	$285,538	$271,114	+0.1%
Net Income	$22,033	$46,941	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$47,714

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ericka Bonnell	Vice President	40.00	Officer	$47,714	$0	$47,714
Shelley Denton	Director	0.00	Director	$0	$0	$0
Gretchen Latimer	Director	0.00	Director	$0	$0	$0
Becky O'Connell	President	0.00	Officer	$0	$0	$0
Vanessa Chipe Swiggart	Secretary	0.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$307,571	$285,538	$175,308	$22,033
2024	$318,055	$271,114	$168,481	$46,941
2023	$395,494	$289,118	$121,540	$106,376

Harmony Day School